今日A股市场，人形机器人板块强势领涨，大业股份、天奇股份、五洲新春、步科股份、三花智控领 涨，题材相关企业整理如下： 大业股份（603278.SH） 最新股价：15.49元 日涨幅：+10.01% 亮点：公司在互动平台表示，人形机器人灵巧手用钢丝尚处于市场调研和研发阶段。其特种钢丝绳技术 有望应用于机器人灵巧手关节牵引线。 天奇股份（002009.SZ） 最新股价：23.63元 日涨幅：+10.00% 亮点：与优必选科技深度合作，为人形机器人提供AI赋能及具身智能解决方案，并共同推进其在工业 场景的应用落地。 五洲新春（603667.SH） 最新股价：22.19元 日涨幅：+10.03% 日涨幅：+9.99% 亮点：人形机器人轴承及滚珠丝杠核心供应商，RV及谐波减速器轴承已批量供货，行星滚柱丝杠已获 客户订单，是旋转关节关键部件标的。 步科股份（688160.SH） 最新股价：145.99元 日涨幅：+20.00% 亮点：公司无框力矩电机、伺服轮等产品可用于机器人关节，正在研发高扭矩密度电机，是人形机器人 关节驱动核心方案提供商。 三花智控（002050.SZ） 最新股价：35.69元 亮点：在机器人机电执行 ...

Core Insights - The humanoid robot sector is experiencing significant growth, with multiple companies such as Boke Co., Hualing Cable, and others reaching their stock price limits recently, indicating strong market interest and optimism [1] - The establishment of the Standardization Technical Committee for Humanoid Robots and Embodied Intelligence by the Ministry of Industry and Information Technology is a crucial step towards enhancing high-quality standards and promoting the application of humanoid robot technologies [1] Market Analysis - According to Dongfang Securities, advancements in motion control for humanoid robots are expected to accelerate by 2025, with mass production becoming a key focus in 2026 [2] - Open Source Securities highlights that the industry will transition from "0-1" to "1-10" by 2025, emphasizing the importance of technological convergence and the need to identify certainty in technology advancements [2] Industry Segmentation 1. **Core Components**: The main components of humanoid robots include reducers, servo motors, and controllers, which significantly contribute to the overall manufacturing cost. The demand for high-precision reducers is expected to rise, with domestic manufacturers approaching international standards [3] 2. **Sensors and Actuators**: The demand for sensors, including tactile and visual sensors, is growing exponentially. Companies are increasing R&D investments in MEMS sensors and related technologies, which are crucial for enhancing the robots' sensory capabilities [4] 3. **Overall Integration and Software Algorithms**: While hardware forms the foundation, software algorithms provide the essential functionality. Companies that can integrate hardware and software effectively are anticipated to lead the market, especially in the field of embodied intelligence [5]

（文章来源：证券日报） 证券日报网讯 12月30日，天奇股份发布公告称，公司股票（证券简称：天奇股份，证券代码： 002009）于 2025 年 12 月 29 日、12 月 30 日连续两个交易日内收盘价格涨幅偏离值累计达到 21.15%， 根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。经核查，公司控股股 东、实际控制人及其一致行动人不存在关于本公司的应披露而未披露的重大事项。 ...

Group 1 - Fenglong Co., Ltd. (002931) is located in Shaoxing, Zhejiang, specializing in precision manufacturing with core businesses in garden machinery, automotive parts, and hydraulic systems. The company has accumulated full-chain production capabilities and multiple patented technologies. By the end of 2025, humanoid robot leader UBTECH will complete its acquisition of a controlling stake in Fenglong, making it UBTECH's first subsidiary listed in A-shares. This acquisition represents a deep industrial synergy, as UBTECH needs mature manufacturing capabilities to support mass production, which Fenglong can provide for core components like joints and transmission systems [1][1][1] - Haoshi Electromechanical (300503) is headquartered in Guangzhou, Guangdong, and is a key player in the core components of humanoid robots, focusing on the research and development of frameless torque motors, harmonic reducers, and six-dimensional torque sensors. The company is a core supplier for Yuzhu Technology, with its components applied in the joint drive systems of quadruped and humanoid robots. Additionally, it has partnered with UBTECH to establish an innovation center for humanoid robots, tackling core technologies like six-dimensional sensors [2][2][2] - Tianqi Co., Ltd. (002009) is based in Wuxi, Jiangsu, and focuses on humanoid robot research in the industrial manufacturing sector, avoiding the C-end household scene. The company has established a joint venture with UBTECH to share core technologies and has built the first automotive working condition robot training base in Wuxi. It has signed long-term agreements with multiple automotive manufacturers, becoming a practical player in the commercialization of humanoid robots [3][3][3] Group 2 - Wuzhou Xinchun (603667) is a leading company in China that has achieved mass production of planetary roller screws, which are critical for the joint transmission of humanoid robots. The company has become an indirect first-level supplier to Tesla's Optimus through Hangzhou Xinjian Transmission, and its products meet international standards. It has also successfully entered the supply chains of major domestic clients like Huawei and ByteDance [4][4][4] - Zhejiang Rongtai (603119) is based in Jiaxing, Zhejiang, originally a leader in new energy vehicle insulation materials and a core supplier to Tesla. Starting in 2025, the company will enhance its humanoid robot business through acquisitions, including the acquisition of Diz Precision, which specializes in ball screws and electric cylinders, core components for humanoid robot joints [5][5][5] - Zhaowei Electromechanical (003021) is headquartered in Shenzhen, Guangdong, and specializes in micro transmission and drive systems, achieving technological breakthroughs in humanoid robot dexterous hands. The company has deeply penetrated the supply chains of leading humanoid robot companies like Tesla and Figure, supplying key components such as dexterous hand modules and micro hollow cup motors [6][6][6] Group 3 - Wolong Electric Drive (600580) is a leading company in the domestic motor sector, with a strong layout in humanoid robot joint power systems. It is the exclusive supplier of frameless torque motors for UBTECH's Walker S2 humanoid robot, which is a core power component for joint operation [7][7][7] - Orbbec (688322) is a domestic leader in the 3D vision field, providing critical visual perception capabilities for robots. The latest dual-camera 3D module it developed is used in UBTECH's Walker S2 humanoid robot, aiding in precise sorting operations in industrial scenarios [8][8][8] - Shangwei New Materials (688585) is based in Shanghai and specializes in high-performance materials. It is the exclusive supplier of adhesives for UBTECH's Walker S2 humanoid robot, providing carbon fiber joint adhesives and lightweight structural materials essential for the robot's stability and lifespan [9][9][9] Group 4 - Mingzhi Electric (603728) focuses on precision motors and motion control, being the only manufacturer globally to achieve mass production of slotless hollow cup motors. These motors are suitable for humanoid robot dexterous hands and finger joints, having been validated by Tesla's Optimus Gen2 [10][10][10] - Zhucheng Technology (301280) specializes in precision connector research and has established a significant presence in the robot industry chain. It is the exclusive supplier of connectors for UBTECH's entire series of humanoid robots, ensuring stable control and signal transmission [11][11][11] - Far East Co., Ltd. (600869) is based in Wuxi, Jiangsu, and provides key supporting components for humanoid robots, including robot cables and batteries. Its cables have been adapted for various joint movements in humanoid robots, and its cylindrical battery packs have been successfully integrated into industrial quadruped robots [12][12][12]

Group 1: Robotics Industry Developments - Yushu Technology announced the opening of its first offline store in Beijing on December 31, showcasing products like the Yushu Go2 quadruped robot and G1 humanoid robot [6] - Analysts predict that the humanoid robot market in China could reach 870 billion yuan by 2030, with key components such as harmonic reducers and low-voltage drivers being highlighted [6] - UBTECH plans to acquire 43% of Fenglong Co. for 1.665 billion yuan, aiming to enhance its supply chain and strengthen its competitive edge in the humanoid robot sector [6][11] - The establishment of the humanoid robot and embodied intelligence standardization committee by the Ministry of Industry and Information Technology is expected to accelerate mass production in the first half of 2026 [9][18] Group 2: Stock Market Reactions - Haichang New Materials experienced a stock surge, reaching a limit up on December 30, attributed to its involvement in the humanoid robot sector [8][9] - Tianqi Co., a strategic partner of UBTECH, received significant orders and also saw its stock hit the limit up on December 30 [11] - Companies like Wuzhou New Spring and Sanhua Intelligent Control reported stock increases of 20.52% and 16.98% respectively, driven by developments in the humanoid robot market [14][24] - Wanxiang Qianchao's stock rose by 34.33% over five days, reflecting its strategic shift towards the robotics industry [27] Group 3: Technological Innovations - The integration of PEEK materials in humanoid robots is expected to see a significant increase in demand, with over 50 prototype models anticipated to be released globally by 2025 [35] - The trend towards integrated design in micro-motors, which are crucial components of robots, is expected to create opportunities for companies in this sector [33] - The establishment of a comprehensive product matrix by companies like Buke Co. is aimed at enhancing their competitiveness in the robotics market [17]

天奇股份12月30日公告，公司股票于2025年12月29日、12月30日连续两个交易日内收盘价格涨幅偏离值 累计达到21.15%，属于股票交易异常波动情况。公司前期披露的信息不存在需要更正、补充之处，近 期经营情况及内外部经营环境未发生重大变化。公司正在筹划2025年度向特定对象发行A股股票事项， 该事项尚需提交公司股东会审议，以及深圳证券交易所审核通过并经中国证券监督管理委员会同意注册 后方可正式实施，能否顺利实施尚存在不确定性。公司不存在应披露而未披露的重大事项。 ...

Core Viewpoint - Tianqi Co., Ltd. plans to issue A-shares to specific investors, raising up to RMB 976.84 million for projects related to intelligent manufacturing in the automotive sector and working capital [1] Group 1: Issuance Details - The total amount to be raised from the issuance is capped at RMB 976.84 million, with net proceeds allocated to the construction of an intelligent manufacturing base and a robotics R&D center [1] - The issuance will target up to 35 specific investors, including qualified institutional investors and individuals, as per the regulations of the China Securities Regulatory Commission [1] - The pricing for the shares will be set at no less than 80% of the average trading price over the 20 trading days prior to the issuance date [1] - The number of shares to be issued will not exceed 120 million, representing no more than 30% of the company's total share capital prior to the issuance [1] Group 2: Shareholding Structure - Prior to the issuance, Huang Weixing holds 62,389,317 shares (15.51% of total shares), and Wuxi Tianqi Investment Holding Co., Ltd. holds 42,465,172 shares (10.56%) [2] - Huang Weixing and his associates collectively own 108,608,036 shares, accounting for 27.00% of the total share capital [2] - Post-issuance, Huang Weixing and his associates are projected to hold approximately 20.80% of the total share capital, maintaining control of the company [2] Group 3: Financial Performance - For the first three quarters of 2025, Tianqi Co., Ltd. reported revenue of RMB 1.964 billion, a year-on-year decrease of 5.86% [4] - The net profit attributable to shareholders was RMB 67.20 million, a significant increase of 215.81% year-on-year [4] - The net profit after excluding non-recurring items was RMB 20.08 million, up 118.32% year-on-year [4] - The company reported a net cash flow from operating activities of RMB 10.87 million, reflecting a growth of 106.97% [4] - In 2023 and 2024, the company experienced net losses of RMB 415 million and RMB 255 million, respectively [4]

证券代码：002009 证券简称：天奇股份 公告编号：2025-088 天奇自动化工程股份有限公司 二、公司关注并核实情况 针对公司股票异常波动，公司董事会就相关事项进行了核查，并通过书面问询的方式对 公司控股股东、实际控制人及其一致行动人就有关事项进行了核实，有关情况说明如下： 1、截至本公告日，公司前期披露的信息不存在需要更正、补充之处； 2、近期公司经营情况及内外部经营环境未发生重大变化。公司未发现近期公共传媒报 道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息； 3、经核查，公司控股股东、实际控制人及其一致行动人不存在关于本公司的应披露而 未披露的重大事项； 4、经核查，公司控股股东、实际控制人及其一致行动人在股票异动期间不存在买卖公 司股票的行为； 5、经自查，公司不存在违反公平信息披露规定的其他情形； 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 天奇自动化工程股份有限公司（以下简称"公司"）股票（证券简称：天奇股份，证券 代码：002009）于 2025 年 12 月 29 日 ...

天奇股份12月30日公告，公司股票于2025年12月29日､12月30日连续两个交易日内收盘价格涨幅偏离值 累计达到21.15%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况｡经核 实，近期公司经营情况及内外部经营环境未发生重大变化。公司未发现近期公共传媒报道了可能或已经 对本公司股票交易价格产生较大影响的未公开重大信息。经核查，公司控股股东、实际控制人及其一致 行动人不存在关于本公司的应披露而未披露的重大事项。公司控股股东、实际控制人及其一致行动人在 股票异动期间不存在买卖公司股票的行为。 ...

天奇股份(002009.SZ)公告称，公司股票于2025年12月29日、12月30日连续两个交易日内收盘价格涨幅 偏离值累计达到21.15%，属于股票交易异常波动情况。公司前期披露的信息不存在需要更正、补充之 处，近期经营情况及内外部经营环境未发生重大变化。公司正在筹划2025年度向特定对象发行A股股票 事项，该事项尚需提交公司股东会审议，以及深圳证券交易所审核通过并经中国证券监督管理委员会同 意注册后方可正式实施，能否顺利实施尚存在不确定性。公司不存在应披露而未披露的重大事项。股 份：公司正在筹划2025年度向特定对象发行A股股票事项】天奇股份(002009.SZ)公告称，公司股票于 2025年12月29日、12月30日连续两个交易日内收盘价格涨幅偏离值累计达到21.15%，属于股票交易异 常波动情况。公司前期披露的信息不存在需要更正、补充之处，近期经营情况及内外部经营环境未发生 重大变化。公司正在筹划2025年度向特定对象发行A股股票事项，该事项尚需提交公司股东会审议，以 及深圳证券交易所审核通过并经中国证券监督管理委员会同意注册后方可正式实施，能否顺利实施尚存 在不确定性。公司不存在应披露而未披露的重大 ...